KWA
CMS icon

Kingswood Wealth Advisors’s CMS Energy CMS Stock Holding History

Kingswood Wealth Advisors’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,939
Closed -$278K – 812
2024
Q3 		$278K Sell
3,939
-262
-6% -$17.2K 0.02% 598
2024
Q2 		$250K Buy
4,201
+265
+7% +$16K 0.02% 578
2024
Q1 		$237K Hold
3,936
– – 0.03% 545
2023
Q4 		$229K Buy
+3,936
New +$220K 0.03% 546

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kingswood Wealth Advisors's CMS Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of CMS Energy (CMS) in Q4 2024, closing a stake of 3,939 shares — an estimated $278K sold.

Kingswood Wealth Advisors first reported a position in CMS in Q4 2023 and held it in 4 quarters. The position peaked at $278K in Q3 2024. 716 funds tracked by Wall St. Rank hold CMS as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining CMS Energy position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,939 CMS Energy shares in Q4 2024, an estimated $278K.
  • Kingswood Wealth Advisors first reported a position in CMS Energy in Q4 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's CMS Energy position peaked at $278K in Q3 2024.
  • 716 funds tracked by Wall St. Rank held CMS Energy as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.